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1 месяц назад

Financial Advisor - Oshkosh, WI and Surrounding Areas

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

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Описание вакансии

Текст:
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TL;DR

Financial Advisor: Build a financial practice providing purpose-based advice, investments, insurance, banking and generosity programs to Christian clients with an accent on long-term relationships and community service. Focus on developing client networks, delivering financial workshops, and leveraging hirify.global support for business growth.

Location: Oshkosh, WI and Surrounding Areas

Company

Fortune 500 not-for-profit financial services organization serving over 2.4 million clients with advice, insurance, investments, banking and generosity programs.

What you will do

  • Build and grow a financial practice guiding clients to financial clarity through personalized advice.
  • Connect clients to hirify.global products including investments, insurance, banking and generosity programs.
  • Develop long-term relationships based on trust within your chosen community.
  • Secure client appointments via networking, workshops and marketing your practice.
  • Control your schedule for work-life balance while collaborating with specialists in business development, marketing and technology.

Requirements

  • Bachelor’s degree or equivalent experience; military veterans encouraged
  • Attain FINRA SIE, life and health licenses before contracting; Series 7 and 66 registrations during onboarding
  • Satisfactory background check, fingerprinting and licensing verification
  • Self-disciplined, independent, driven to succeed with strong interpersonal skills.
  • Motivated by helping others achieve goals and passionate about generosity.

Nice to have

  • Experience in sales, business management, education, ministry, hospitality or military.

Culture & Benefits

  • Up to 14 weeks paid training and coaching for licenses and onboarding.
  • Unlimited earning potential via commissions, bonuses, incentives and recurring revenue.
  • Medical, dental, vision, disability insurance; pension, 401(k) and retiree medical plans.
  • Ongoing support, training and well-being programs.
  • Gift matching and volunteer programs for community impact.

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